Forms Tool Comparison Chart

Simple Form Filling

Our PDF Mapper lets you upload any PDF form and connect the fields to your own PreciseFP template.
Your clients work in a secure, familiar environment, and we automatically fill in the underlying PDF form.

See how we compare against other form filling tools in the market 1

  PreciseFP LaserApp QuikForms Agreement Express
Forms Library
Enhanced Forms and Client Interface
CRM Integrations
Financial Planning Tool Integrations
Client Audit Trail
Customizable Forms
Custodian Account Opening
Customizable Service Agreements
Automated Workflows
Cost (per year) $720 $499 $540 $???*

1 The information contained within this chart was based on publicly-available information. If you know any of the information to be inaccurate or out of date, please let us know. We strongly recommend that you conduct your own due diligence before selecting any solution.

Additional charges apply.    Price not provided by vendor.

Level Up Your Financial Advising Game

Understand what makes your clients comfortable (or uncomfortable) with financial risks with our how-to guide.